JNBA Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

JNBA Financial Advisors’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-175	Closed	-$11K	–	534
2015 Q3	$11K	Hold	175	–	–	﹤0.01%	346
2015 Q2	$14K	Sell	175 -20	-10%	-$1.68K	0.01%	325
2015 Q1	$16K	Hold	195	–	–	0.01%	316
2014 Q4	$16K	Hold	195	–	–	0.01%	313
2014 Q3	$17K	Hold	195	–	–	0.01%	305
2014 Q2	$17K	Hold	195	–	–	0.01%	292
2014 Q1	$16K	Hold	195	–	–	0.01%	278
2013 Q4	$16K	Hold	195	–	–	0.01%	272
2013 Q3	$14K	Buy	+195	New	+$14K	0.01%	280

Other funds holding IYM

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JNBA Financial Advisors's IYM Position: Q4 2015 in Review

JNBA Financial Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2015, closing a stake of 175 shares — an estimated $11K sold.

JNBA Financial Advisors first reported a position in IYM in Q3 2013 and held it in 9 quarters. The position peaked at $17K in Q3 2014. 95 funds tracked by Wall St. Rank hold IYM as of Q4 2015.

JNBA Financial Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2015 after selling out during the quarter.
JNBA Financial Advisors sold 175 iShares US Basic Materials ETF shares in Q4 2015, an estimated $11K.
JNBA Financial Advisors first reported a position in iShares US Basic Materials ETF in Q3 2013 and held it in 9 quarters.
JNBA Financial Advisors's iShares US Basic Materials ETF position peaked at $17K in Q3 2014.
95 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2015.

Based on JNBA Financial Advisors's 13F filing for Q4 2015, filed 27 Jan 2016.